Clearfield, UT S State Street Office

Sheldon Walker is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and nine years of industry experience. His background includes roles at Northrop Grumman as a systems engineer and service in the United States Air Force. Outside of financial advising, he develops software for warehousing and material handling through his independent contracting work. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach supported by third-party managers and offers multiple advisory platforms, including Transamerica ONE and TFA365, with regulatory assets under management reported at approximately $1.7 billion.

Royal Kennard is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. His work history includes roles at WealthWave, Regence Blue Cross Blue Shield, and Wfgia. Outside of advising, he owns Royal's Promotional Marketing, a non-investment related business based in Farmington, Utah. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, employing proprietary and third-party investment models with both discretionary and non-discretionary program options.

Samuel Paget is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has prior experience with World Financial Group and Albertson's. Outside of his advisory role, he serves as a substitute bus driver for Davis County School District and assists with cemetery and park maintenance for Kaysville City. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm operates through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement investment strategies.

Deanne Argyle is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. She has held roles at NetLaw, Juice Plus, Infinitus Capital Management, and Business Network International. Argyle serves as president of her local Business Network International chapter, where she leads meetings focused on financial education. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, trusts, and employer-sponsored plans. The firm delivers services through a large advisor network using model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.